Action Center Configuration Checklist

After installing Action Center on your on-premises environment:

• MSI or
• Kubernetes

• Check the list below that evaluates if Action Center is working properly. Go through each step in the Evaluation list, and make sure that the described behavior replicates in your environment, as well.

Post-configuration evaluation list

Building Action Center-based workflows

Build and run your first workflow that generates Actions, following the steps below:

1. Use a Orchestration Process template in Studio to build Action Center-based workflows, using the Persistence activity package. Additionally, use Intelligent OCR activities to build workflows that create Actions of type Document Validation or Document Classification.
2. Connect Studio to an Orchestrator instance and run the workflow.
3. The workflow gets suspended and the generated actions are accessible from the Actions tab.

4. Publish the workflow to Orchestrator and make it available for business users to run it.

   
   

   

   
   

Home page experience

Check the home page experience, following the steps below:

1. The Actions and Processes tabs are displayed on the left-hand side of the Action Center home page.
2. In the case of Actions available for review, click each Action and you will be redirected to the Inbox tab.

3. In the case of processes available to be launched, click each process and you will be redirected to the Processes tab.

   
   

   

   
   

Launching unattended processes

Run an unattented process, that was uploaded in Orchestrator, following the steps below:

1. On the Processes page, check the displayed processes and queues tiles, that are in the correct folder context.
2. To run a process, click Run and provide the required input.

3. Review recent runs and navigate to the process details.

   
   

   

   
   

Evaluating actions

Evaluate the way Actions work in your recently installed Action Center, following the steps below:

1. Run a process that generates Actions that ask for input from the user.
2. Go to the Inbox tab, go to the Unassigned tab, select an Action, and then select Assign to self.
3. Go to the Inbox tab, go to the Pending tab, and then select the Action you assigned previously. The Form Action opens to the right.
4. Provide the required input and perform several operations, such as forwarding, commenting, reassigning, or saving the Action.
5. Check the Actions that were forwarded to you by filtering the list of Actions inside the Pending tab, for Forwarded actions only.
6. Check the action summary.
7. Select multiple actions and perform the available operations (assigning, deleting) on the entire selection.

8. Check the Document Validation and Document Classification Actions by filtering the Pending or Unassigned list for Document Validation or Document Classification Action types.

   
   

   

   
   

Evaluation guide

Building Action Center based workflows

1. Use an Orchestration process template in Studio to build Action Center based workflow. Additionally, use intelligent OCR activities to build ‘Document Processing’ based workflows that creates Actions of type ‘Document Validation’.
2. Connect Studio to an Orchestrator instance and execute the workflow.
3. The workflow get suspended and the generated actions are accessible from the Actions tab.
4. Publish the workflow to Orchestrator and make it available for business users to execute it.

Home page experience

1. Actions and Processes tabs are displayed on the left-hand of the Action Center home page.
2. In case of actions available for review, clicking every action redirects you to the Actions page.
3. In case of processes available to be launched, clicking each process redirects you to the Process page.

Launching unattended processes

1. On the Processes page, the displayed processes and queues tiles are in the correct folder context.
2. To execute a process, click Run and provide the required input.
3. Review recent runs and navigate to the process details.

Reviewing actions

1. Execute a long-running process that generates an action that asks for user input.
2. On the Actions page, in the Unassigned list, select the action and click Assign to self.
3. On the Actions page, in the Pending list, select the previously assigned action. The action form opens to the right side.
4. Provide the required inputs and perform several operations, such as forwarding, commenting, reassigning, or saving the action.
5. Review the actions forwarded to you by filtering the pending list for Forwarded actions.
6. Review the action summary.
7. Select multiple actions and perform the available operations (assigning, deleting) on the entire selection.
8. Review document processing actions by filtering the pending or unassigned list for Document Validation or Document Classification action types.